Gianotti Wealth Advisory (GWALLC) offers portfolio management based on your goals, risk tolerance, and time horizon. They create a plan to select a portfolio that fits your situation. GWALLC also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. GWALLC generally advises on mutual funds, fixed income, annuities, equities, ETFs, and commodities.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Grandfathered clients may be charged a different rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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